Privacy Policy

Your privacy is important to us. This Privacy Policy explains how personal information is collected, used, and protected when you visit this website or communicate with us.

1. Information We Collect

We may collect personal information that you voluntarily provide, including:

• Name

• Email address

• Phone number

This information is collected only when you:

• Complete a contact form

• Subscribe to communications or updates

• Request information about services

We do not collect sensitive financial or account information through this website.

If you decide to become a client, personal and financial information will be collected separately through secure and regulated channels.

2. How We Use Your Information

Personal information may be used to:

• Respond to inquiries and provide requested information

• Communicate regarding services, updates, or scheduling

• Provide educational and informational content

• Maintain records required for regulatory compliance

We do not sell, rent, or share personal information for marketing purposes.

3. Email Communications & CASL Consent

By submitting your contact information, you consent to receive communications related to:

• Your inquiry

• Requested services

• Educational or informational updates

You may withdraw consent or unsubscribe at any time using the unsubscribe link provided in emails or by contacting us directly.

4. Cookies & Website Analytics

This website may use cookies and analytics tools (such as Google Analytics) to:

• Understand website traffic and usage

• Improve website functionality and user experience

These tools collect anonymous, non-identifiable information such as:

• Pages visited

• Time spent on the site

• Device/browser type

You can disable cookies through your browser settings at any time.

5. Third-Party Service Providers

We may use trusted third-party service providers to operate this website and related services, including:

• Website hosting

• Email communication platforms

• Analytics tools

These providers are required to protect personal information and use it only for the intended purpose.

6. Protection of Personal Information

We take reasonable administrative and technical measures to safeguard personal information from loss, misuse, unauthorized access, disclosure, or alteration.

7. Access and Correction Rights

You have the right to request access to your personal information and request corrections where appropriate, in accordance with Canadian privacy laws.

8. Privacy Officer

For questions regarding this Privacy Policy or personal information practices, please contact:

Ron Halabi, CFP®
Email: info@yourwealthguy.ca

9. Canadian Residents

Products and services described on this website are intended for Canadian residents only.

10. Policy Updates

This Privacy Policy may be updated periodically to reflect regulatory, legal, or operational changes. The most current version will always be posted on this website.